LETTER OF ENGAGEMENT

I am excited to work with you and help take the stress out of tax season. This letter is just to make sure we’re on the same page about what you can expect from me and what i’ll need from you to get your taxes done.

By moving forward with my services, you're agreeing that Sadey Lee Ledger & Tax (thats me!) will prepare your federal tax return based on the info you provide. I'll handle everything with care, accuracy, and in line with all the tax laws and rules that apply.

This agreement helps protect both of us, keeps things clear, and makes sure we’re working together smoothly. If you have any questions as you read through this—just ask!

When you're ready, signing this lets me know you’re giving me the green light to get started. Let’s get it done!

SCOPE OF SERVICES
Here’s what I’ll be doing for you: I’ll prepare your current-year federal income tax return, based on the information you give me. If you need help with multiple business returns (like a Schedule C), or extra forms, I've got you—but there may be additional fees (I'll always let you know upfront).

I don’t offer legal, financial, or investment advice, and I do not represent you in audits or legal matters unless we’ve agreed to that separately in writing. If you ever need more in-depth services—like bookkeeping, or audit support—just let me know! I offer that as well, but they’ll be handled under a different agreement.

CLIENT RESPONSIBILITIES
I can only work with what you give me—so here’s what I need from you to make this process smooth and stress-free:

• Be honest and accurate with the information you provide. Im not here to judge—just to help. But if anything is missing or incorrect, it could delay your return or affect your refund.
• Send all necessary documents—like W-2s, 1099s, business income/expenses, and anything else I ask for—on time.
• Keep your records. Even though I'm doing the prep, you’re responsible for having proof to back up your income, expenses, and any credits or deductions you're claiming. The IRS may ask for it later.
• Respond quickly if I reach out with questions. Delays in communication can hold up your return and may impact how soon you get your refund.
• Review your return before it’s filed. I'll always let you take a look before I hit submit.

My RESPONSIBILITIES

Here’s what you can count on from me:

• I'll prepare your tax return accurately based on the documents and details you give me.
• I follow all IRS and state guidelines and meet all due diligence requirements to keep your return compliant and protected.
• I'll keep your personal info secure and confidential—always. Your trust means everything.
• We’ll communicate clearly, and I’ll keep you in the loop throughout the process, especially if I need anything from you or if something looks off.
• If I spot any issues or feel like something might trigger an audit or hold-up, I'll let you know and offer my professional advice on how to move forward.

I take your tax return seriously, and I've got your back every step of the way.

FILING AUTHORIZATION
Before we file anything, you’ll always have the final say.

I will send you a copy of your completed return to review and approve. Once you’ve given me the green light (either with a signature or written approval), I’ll go ahead and e-file your return with the IRS and/or your state(s).

By signing this engagement letter, you’re confirming that:

• You understand it’s your return, and you’ve reviewed everything to the best of your ability.
• You permit me to file your return electronically after your approval.
• If you're getting a refund, you've chosen how you want to receive it (direct deposit, refund advance, etc.).

Important Note About Non-Filing:
If you decide not to move forward with filing after I've completed the return, an abandonment fee of $100 will be due immediately. This fee will be automatically drafted (ACH) from the bank account listed on your intake form. By signing this engagement, you agree to this charge and authorize me to collect the fee if you abandon the filing.

I don’t file anything without your approval. Your return, your rules—but my time still matters.

FEES & PAYMENT TERMS
I believe in being upfront—no surprises when it comes to your money. Here’s how my pricing works:

• Your tax prep fees covers your federal return and state(s) return and it is calculated based upon any forms, schedules, or other multi-state filings that you may have.
• Bank products, refund advances, and any third-party services may also have separate fees, which will be disclosed to you before you choose those options.
• If you decide to pay your prep fee out of your refund, additional fees for that convenience will apply.

Payment Options:

• You can pay upfront via card, Cash App, or other accepted methods, or
• Choose to have fees deducted from your refund (bank product clients only).

No Refunds:
Once services are completed, no refunds will be issued—even if you choose not to file or if your refund is smaller than expected. You're paying for my time, experience, and the work already performed. I reserve the right to withhold e-filing or the release of any documents until your balance is paid in full.

Let’s make sure it’s fair, fast, and worth every penny. I'll always do my best to maximize your refund—or minimize what you owe—based on the info you give me. But let’s be real for a second:

• I can’t guarantee a specific refund amount, tax credit, or outcome.
• Your final refund or balance due depends on IRS, state calculations and the details you provide.
• I am not responsible for delays caused by the IRS, your bank, or third-party products (like refund advances or direct deposit timelines).
• Once I've prepared your return—even if you decide not to file—it’s considered a completed service. That means no refunds for prep fees, time spent, or add-on services.

 

RECORD RETENTION POLICY
I keep copies of your tax return and related documents I prepare for my own records—but you should always keep your originals.

Here's what you need to know:

• I'll retain a copy of your final return and any documents I'm required to keep for three (3) years.
• It’s your responsibility to keep your original documents (like W-2s, 1099s, receipts, bank statements, and any proof of deductions or credits) in a safe place. The IRS may request them later.
• If you lose your return and need a copy after the season, I'll gladly resend it—just submit a request, and I may charge a $10 document retrieval fee.
• I'll handle the prep—but staying organized and audit-ready starts with you.

TERMINATION OF AGREEMENT
I hope we won’t need this section—but just in case, let’s talk about how either of us can part ways if needed.

You can choose to end this agreement at any time before your return is filed—just let me know in writing. 

I also reserve the right to end our working relationship if:

• You’re found to have submitted false or misleading information
• Communication becomes disrespectful or abusive
• I believe continuing the engagement could compromise our ethics or credentials

If this agreement is ended for any reason, you’ll still be responsible for any fees owed for completed work, and the abandonment fee may apply if the return was finished but not filed.